Retirement Planning Services
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Retirement Planning Services Employees
Retirement Planning Services June 2015 - Present
Green Valley Financial February 2015 - September 2015
Lifetime Planning February 2014 - February 2015
Wells Fargo December 2011 - June 2013
Skills
Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Wealth Management, Risk Management, Mortgage Banking, Financial Modeling, Loan Origination, Commercial Banking, Strategic Financial..., Retirement Planning, Commercial Lending, Refinance, Finance, Insurance, Customer Service, Financial Services, Retirement, Life Insurance, Financial Planning
Education
Cuesta College 2009 — 2014
Finance, General
Templeton High School 2007 — 2011
Planning Solutions Group LLC August 2012 - Present
Retirement Planning Services March 2008 - August 2012
Keeney Financial Group November 2003 - February 2008
Lincoln Financial Group January 2001 - November 2003
Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management
Education
Towson University 1999 — 2003
Bachelor of Science, Business Administration Finance
Perkiomen School 1998 — 1999
High School Diploma
Severna Park High School 1996 — 1997
Seeman Holtz June 2014 - Present
Health Markets September 2012 - December 2014
Spectrum Direct Insurance Services February 2009 - January 2010
Windstone Insurance Agency July 2008 - February 2009
Legacy Retirement Services January 2000 - December 2007
O'Connor and Associates March 2005 - October 2006
Retirement Planning Services 1998 - 2000
Different Offices 1977 - 1999
Skills
Life Insurance, Insurance, Long Term Care Insurance, Strategic Planning, Small Business, Licensed Life & Health..., Retirement Planning, Training, Time Management, Organizational..., Sales Process, Wellness Coaching, Critical Illness, Self-directed, Self Starter, Self-esteem, Personal Care, Confidence Building, Nutritional Counseling, Healthy Lifestyle, Lifestyle Coaching, Passion for Helping..., Affordable Health..., Exceptional Listener, Honest, Building Relationships, Building Strong..., Exceeding Customer..., Quota Achievement, Team Leadership, Trusted Advisor, Compassionate, Sincere, Diligent, Always Punctual, Highly motivated..., High level of initiative, Positive Can-do Attitude, Self-confidence, Award Winner, Indexed Annuities, Individual Health..., Wellness, Consultative Sales..., Relationship Building, Marketing, Disability Insurance, Term Life Insurance, Sales, Team Building
Education
University of California, Los Angeles 1974 — 1977
Biochemistry Dental Hygiene
California State University-Long Beach 1972 — 1974
Retirement Planning Services May 2010 - Present
T. Rowe Price October 2006 - May 2010
Skills
Investments, Retirement Planning, Financial Services, Securities, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Employee Benefits, Retirement, Series 6, Asset Allocation
Education
University of Maryland Baltimore County 2003 — 2007
BA, Media Marketing and Administration
Morgan Stanley June 2015 - Present
Morgan Stanley July 2012 - May 2015
Retirement Planning Services November 2009 - June 2012
Edible Arrangements March 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Finance, Marketing
Education
University of Baltimore 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), History
The Whitehouse Family February 2012 - Present
Maryland Athletic Club (MAC) January 2013 - March 2014
Retirement Planning Services August 2010 - September 2012
Tri-Coastal Design June 2007 - July 2010
Skills
Marketing
Education
University of Hartford 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Retirement Planning Services June 2015 - Present
Northbay Resource Group - Mitch White Agency September 2014 - May 2015
Davis Life and Annuity Brokerage June 2013 - April 2014
Legacy Marketing Group August 1998 - June 2013
Genworth Financial June 1982 - August 1998
Skills
Marketing, Fixed Annuities, Insurance, Sales, Marketing Strategy, New Business Development, Account Management, Retirement Planning, Retirement, Sales Management, Marketing Communications, Financial Services, Finance, Project Management, Life Insurance, Strategic Planning, Customer Service, 401k
Education
University of Phoenix
Business, Management, Marketing, and Related Support Services
Retirement Planning Services October 1994 - Present
Retirement Planning Services 1994 - 2011
Western Federal Bank 1990 - 1994
American Savings Bank 1984 - 1994
Skills
Retirement, Customer Relations, Coaching, Public Speaking, Customer Service, Fixed Annuities, IRAs, Insurance, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 403 b, Portfolio Management, Financial Services, Roth IRA, Term Life Insurance, Life Insurance, Investment Strategies, Risk Management, Long-term Care, Finance, Estate Planning, Loans, Staff Development, Marketing, Entrepreneurship, Mutual Funds, Wealth, Financial Analysis, Small Business, Wealth Accumulation
Education
Monroe HS in Bronx, NY 1960 — 1963
Pratt Institute
Commercial Art
Prince George's County Memorial Library System August 2013 - Present
SinclairProsser Law, LLC September 2012 - Present
Retirement Planning Services May 2008 - August 2008
Skills
Wills, Westlaw, Pleadings, Lexis, Estate Administration, Document Review, Legal Research, Trials, Legal Documents, Legal Writing, Document Drafting, Depositions, Litigation Support, Powers of Attorney, Trusts, Legal Assistance, PACER, Estate Planning, Courts, Paralegals
Education
University of Maryland Baltimore County 2011 — 2013
Bachelor of Science (BS), Philosophy
Davidson College 2007 — 2010
Philosophy